LWA
LWS Wealth Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.34M | Buy |
153,267
+2,965
| +2% | +$142K | 2.76% | 15 |
|
|
2023
Q3 | $6.57M | Buy |
150,302
+2,253
| +2% | +$98.5K | 2.88% | 15 |
|
|
2023
Q2 | $6.84M | Sell |
148,049
-4,794
| -3% | -$221K | 2.88% | 15 |
|
|
2023
Q1 | $6.9M | Sell |
152,843
-2,229
| -1% | -$101K | 2.83% | 15 |
|
|
2022
Q4 | $6.51M | Sell |
155,072
-2,207
| -1% | -$92.6K | 2.73% | 17 |
|
|
2022
Q3 | $5.72M | Buy |
157,279
+1,698
| +1% | +$61.7K | 2.19% | 19 |
|
|
2022
Q2 | $6.35M | Buy |
155,581
+695
| +0.4% | +$28.4K | 2.99% | 14 |
|
|
2022
Q1 | $7.44M | Buy |
154,886
+18,739
| +14% | +$900K | 3.17% | 14 |
|
|
2021
Q4 | $6.95M | Buy |
136,147
+4,018
| +3% | +$205K | 2.84% | 15 |
|
|
2021
Q3 | $6.67M | Buy |
132,129
+1,858
| +1% | +$93.8K | 2.92% | 16 |
|
|
2021
Q2 | $6.71M | Buy |
130,271
+5,945
| +5% | +$306K | 2.98% | 15 |
|
|
2021
Q1 | $6.11M | Sell |
124,326
-531
| -0.4% | -$26.1K | 2.77% | 16 |
|
|
2020
Q4 | $5.89M | Buy |
124,857
+2,862
| +2% | +$135K | 2.65% | 15 |
|
|
2020
Q3 | $4.99M | Sell |
121,995
-3,151
| -3% | -$129K | 2.45% | 14 |
|
|
2020
Q2 | $4.85M | Buy |
125,146
+14,507
| +13% | +$563K | 2.54% | 14 |
|
|
2020
Q1 | $1.51M | Buy |
110,639
+80,195
| +263% | +$1.09M | 0.98% | 22 |
|
|
2019
Q4 | $1.34M | Buy |
+30,444
| New | +$1.34M | 0.69% | 22 |
|